Overview:
Provides investment management advisory services to clients including formulating short and long-term strategies for clients. Responsible for the investment performance of a portfolio or model, either alone or as a team member. Supports investment process to ensure compliance with regulatory requirements and internal audit.
Primary Responsibilities:
- Articulate the investment process to clients, prospects and internal sales staff. Provide investment management advisory services to complex clients.
- Maintain sole responsibility or as a team member for the investment performance of a portfolio or model. Ensure activities adhere to established investment guidelines and policies, while meeting the investment objectives of the client.
- Manage, supervise and direct investment-related activities with acceptable levels of risk.
- Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
- Promote an environment that supports belonging and reflects the M&T Bank brand.
- Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
- Complete other related duties as assigned.
Scope of Responsibilities:
Education and Experience Required:
Bachelor's degree and a minimum of 7 years’ financial and/or investment experience, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ financial and/or investment experience
Education and Experience Preferred:
Minimum of a Bachelor's degree in Business Administration, Finance or Accounting
Minimum of 7 years’ investment/portfolio management and/or research experience
CFA (Chartered Financial Analyst) or CPA (Certified Public Accountant) designation
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M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $184,400.00 - $307,400.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
Location:
Wilmington, Delaware, United States of America